Chevron Corp
CVX- Exchange
- NYSE
- Industry
- Petroleum Refining
- SEC CIK
- 0000093410
In the last 90 days, Chevron Corp insiders filed 0 open-market purchases and 6 sales; 4,143 institutions reported holding it in 13F filings for Q2 2026, worth $243.4B in total; 4 superinvestors hold it, including Berkshire Hathaway and Semper Augustus.
13F holders, Q3 2025
Institutional positions in Chevron Corp as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,803
- +163 vs. Q2 2025
- Shares held
- 1.45B
- +151.9M (+11.7%) vs. Q2 2025
- Total value
- $225.3B
- +$39.4B (+21.2%) vs. Q2 2025
- New holders
- 279
- 1,985 more added
- Sold out
- 116
- 1,166 more reduced
68 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CVX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,143 | $243.4B |
| Q1 2026 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $223.8B |
| Q4 2021 | 2,904 | $152.3B |
| Q3 2021 | 2,578 | $130.0B |
| Q2 2021 | 2,587 | $135.0B |
| Q1 2021 | 2,575 | $135.6B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Wealth Management Group, LLC | 1,429 | $221.9K | 0.08% | +1,429 | New |
| Davis Investment Partners, LLC | 1,441 | $222.7K | 0.08% | −4,787−76.9% | Reduced |
| Consilio Wealth Advisors, LLC | 1,435 | $222.8K | 0.07% | +1,435 | New |
| Tandem Investment Advisors, Inc. | 1,436 | $223.0K | 0.01% | +29+2.1% | Added |
| Seek First Inc. | 1,436 | $223.1K | 0.16% | −11−0.8% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,437 | $223.1K | 0.04% | −48−3.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 1,437 | $223.1K | 0.21% | −40−2.7% | Reduced |
| Ossiam | 1,440 | $223.6K | 0.00% | −79,919−98.2% | Reduced |
| RF&L Wealth Management, LLC | 1,440 | $223.6K | 0.13% | −200−12.2% | Reduced |
| Compass Capital Corp | 1,426 | $223.7K | 0.10% | −586−29.1% | Reduced |
| Gitterman Wealth Management, LLC | 1,441 | $223.8K | 0.05% | +1,441 | New |
| Princeton Global Asset Management LLC | 1,443 | $224.0K | 0.04% | −350−19.5% | Reduced |
| Ssi Investment Management LLC | 1,443 | $224.1K | 0.02% | 00.0% | Unchanged |
| Consolidated Planning Corp | 1,444 | $224.2K | 0.02% | +1,444 | New |
| Fortitude Family Office, LLC | 1,448 | $224.9K | 0.06% | +64+4.6% | Added |
| NDVR, Inc. | 1,448 | $224.9K | 0.19% | +1,448 | New |
| Horizon Bancorp Inc | 1,446 | $225.0K | 0.11% | −1,597−52.5% | Reduced |
| CoreCommodity Management, LLC | 1,449 | $225.0K | 0.04% | −909−38.5% | Reduced |
| Opes Wealth Management LLC | 1,450 | $225.1K | 0.04% | +20+1.4% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 1,450 | $225.2K | 0.08% | 00.0% | Unchanged |
| IAM Advisory, LLC | 1,452 | $225.5K | 0.05% | +1,452 | New |
| ACT Advisors, LLC. | 1,455 | $226.0K | 0.09% | +1,455 | New |
| Dakota Community Bank & Trust NA | 1,458 | $226.4K | 0.89% | +102+7.5% | Added |
| Hobbs Wealth Management, LLC | 1,458 | $226.4K | 0.19% | +1,458 | New |
| Rochester Wealth Strategies, LLC | 1,459 | $226.6K | 0.15% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,461 | $226.9K | 0.02% | −182−11.1% | Reduced |
| Financial Enhancement Group LLC | 1,476 | $226.9K | 0.03% | +153+11.6% | Added |
| BridgePort Financial Solutions, LLC | 1,461 | $226.9K | 0.06% | +1,461 | New |
| Strive Asset Management, LLC | 1,463 | $227.2K | 0.12% | −105−6.7% | Reduced |
| Vivid Wealth Management, LLC | 1,465 | $227.5K | 0.09% | +1,465 | New |
| TFB Advisors LLC | 1,505 | $229.3K | 0.07% | −1,104−42.3% | Reduced |
| Interactive Financial Advisors | 1,478 | $229.5K | 0.12% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 1,480 | $229.8K | 0.05% | +1,480 | New |
| Stone Point Wealth LLC | 1,483 | $230.3K | 0.07% | −203−12.0% | Reduced |
| Walker Financial Services, Inc. | 1,483 | $230.4K | 0.09% | −225−13.2% | Reduced |
| Sterling Group Wealth Management, LLC | 1,490 | $231.4K | 0.11% | +4+0.3% | Added |
| ForthRight Wealth Management, LLC | 1,492 | $231.7K | 0.07% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 1,496 | $232.3K | 0.03% | +1,496 | New |
| REDW Wealth LLC | 1,499 | $232.8K | 0.09% | +30+2.0% | Added |
| Rebalance, LLC | 1,500 | $232.9K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,500 | $232.9K | 0.19% | 00.0% | Unchanged |
| DDFG, Inc | 1,507 | $234.1K | 0.05% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,516 | $235.4K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 1,519 | $235.9K | 0.28% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 1,519 | $235.9K | 0.09% | −571−27.3% | Reduced |
| Ariadne Wealth Management, LP | 1,517 | $236.0K | 0.11% | +1,517 | New |
| Bay Rivers Group | 1,520 | $236.0K | 0.10% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,525 | $236.8K | 0.03% | +6+0.4% | Added |
| Crowley Wealth Management, Inc. | 1,526 | $237.0K | 0.19% | +1+0.1% | Added |
| Front Row Advisors LLC | 1,529 | $237.5K | 0.08% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,548 | $238.0K | 0.06% | −583−27.4% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 1,540 | $239.0K | 0.08% | −235−13.2% | Reduced |
| Axis Wealth Partners, LLC | 1,542 | $239.4K | 0.14% | +67+4.5% | Added |
| Advance Capital Management, Inc. | 1,545 | $239.8K | 0.01% | +1,545 | New |
| Heirloom Wealth Management | 1,549 | $240.5K | 0.06% | +4+0.3% | Added |
| Sage Capital Management, LLC | 1,550 | $240.7K | 0.11% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 1,551 | $240.9K | 0.02% | −446−22.3% | Reduced |
| Bestgate Wealth Advisors, LLC | 1,551 | $240.9K | 0.43% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,555 | $241.5K | 0.05% | −5−0.3% | Reduced |
| Financial Insights, Inc. | 1,555 | $241.5K | 0.08% | +1,555 | New |
| Quad-Cities Investment Group, LLC | 1,561 | $242.3K | 0.10% | +113+7.8% | Added |
| Lloyd Advisory Services, LLC. | 1,561 | $242.5K | 0.11% | −54−3.3% | Reduced |
| 4J Wealth Management LLC | 1,562 | $242.6K | 0.14% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,563 | $242.8K | 0.02% | +6+0.4% | Added |
| Landaas & Co | 1,564 | $243.0K | 0.06% | 00.0% | Unchanged |
| Adams Wealth Management | 1,565 | $243.0K | 0.05% | −347−18.1% | Reduced |
| CacheTech Inc. | 1,565 | $243.0K | 0.05% | −347−18.1% | Reduced |
| Armstrong Henry H Associates Inc | 1,578 | $245.0K | 0.02% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 1,580 | $245.4K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,580 | $245.4K | 0.05% | +857+118.5% | Added |
| H&H Retirement Design & Management INC | 1,577 | $245.4K | 0.13% | +6+0.4% | Added |
| Hobart Private Capital, LLC | 1,581 | $245.5K | 0.05% | +1,581 | New |
| MBE Wealth Management, LLC | 1,582 | $245.6K | 0.11% | +31+2.0% | Added |
| Reynders McVeigh Capital Management, LLC | 1,587 | $246.0K | 0.01% | −28−1.7% | Reduced |
| BTS Asset Management, Inc. | 1,585 | $246.2K | 0.32% | +1,585 | New |
| LifePlan Investment Advisors, Inc. | 1,587 | $246.4K | 0.10% | +66+4.3% | Added |
| Affiance Financial, LLC | 1,594 | $247.5K | 0.05% | +123+8.4% | Added |
| Gordian Advisors LLC | 1,600 | $248.5K | 0.17% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 1,601 | $248.6K | 0.12% | +124+8.4% | Added |
| Clarus Wealth Advisors | 1,620 | $248.8K | 0.11% | +1,620 | New |
| Westshore Wealth, LLC | 1,604 | $249.1K | 0.09% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1,606 | $249.5K | 0.17% | −960−37.4% | Reduced |
| Atwater Malick LLC | 1,608 | $249.7K | 0.07% | −1,278−44.3% | Reduced |
| Finward Bancorp | 1,609 | $249.9K | 0.19% | 00.0% | Unchanged |
| Members Wealth LLC | 1,629 | $251.8K | 0.16% | +1,629 | New |
| Forefront Wealth Partners, LLC | 1,624 | $252.1K | 0.06% | +1,624 | New |
| Harvey Capital Management Inc | 1,625 | $252.3K | 0.05% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 1,625 | $252.4K | 0.15% | −350−17.7% | Reduced |
| Pachira Investments Inc. | 1,626 | $252.4K | 0.14% | +1,626 | New |
| Richard P Slaughter Associates Inc | 1,626 | $252.5K | 0.05% | +1,626 | New |
| LVZ Advisors, Inc. | 1,627 | $252.7K | 0.03% | −64−3.8% | Reduced |
| CenterStar Asset Management, LLC | 1,630 | $253.3K | 0.48% | +1,630 | New |
| Patton Fund Management, Inc. | 1,632 | $253.4K | 0.05% | +45+2.8% | Added |
| Cookson Peirce & Co Inc | 1,633 | $253.6K | 0.01% | −77−4.5% | Reduced |
| Iron Financial, LLC | 1,635 | $253.9K | 0.12% | +230+16.4% | Added |
| Wood Tarver Financial Group, LLC | 1,640 | $254.0K | 0.07% | +48+3.0% | Added |
| Broadleaf Partners, LLC | 1,636 | $254.1K | 0.05% | −317−16.2% | Reduced |
| Milestones Private Investment Advisors LLC | 1,637 | $254.2K | 0.17% | 00.0% | Unchanged |
| Capstone Capital Wealth Advisors | 1,639 | $254.5K | 0.17% | +119+7.8% | Added |
| Pinnacle Financial Group, LLC | 1,640 | $254.7K | 0.08% | +31+1.9% | Added |